Exploring the IRA Universe - Part I

IRAs: The Basics
Definitions, Forms and Plan Types

This is part of a four-part webinar series on IRAs. To view or purchase the entire series, click here.

So you have finally received that “promotion” you never wished for – IRA Guru!! On the first day of training, you feel like someone put you in a rocket ship and launched you into outer space. In other words, you have NO IDEA what they are talking about. Everything just sounds alien to you. It’s true. IRAs are a different world from the other accounts at your financial institution. Oh, they may look similar, but the rules, regulations and IRS reporting build the complications to the point where you feel like you are on another planet!! And, just when you finally grasp it, they change the rules again!

The goal of this Part I IRA Basic Webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute? All areas will be thoroughly discussed with emphasis on the responsibility of the financial institution vs. the responsibility shifting to the accountholder.

Covered Topics:

  • Review of top terminology of IRAs
  • Basic Forms Required To Open, Close, Move and Maintain IRAs (have your own forms - including application, contribution and distribution forms - available during the webinar)
  • Qualifications, Contribution Limits and Deadlines for:
    • Traditional IRA and Roth IRAs
    • Conversion Roth (IRS codes and reporting)
    • SEP IRAs

This is Part I of a four-part series. You can attend all the sessions to obtain the complete information or any one independently.

Who Should Attend?

New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are NEWLY involved in the opening, selling, marketing, or administration of IRAs. Any officer/manager who "oversees" the IRA department and may be responsible for answering IRA accountholders questions or concerns but does not actually open IRA accounts. Experienced IRA Personnel who like a review of the basics and forms.


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   OnDemand Recording - $295   
   CD-ROM - $345